10 Best Financial Planners in Bondi
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Financial Spectrum
Located in Bondi Junction, Financial Spectrum is a boutique financial planning firm offering services such as investment planning, wealth creation, retirement planning, and debt management. The company has been in business for over 15 years and is owned by Brenton Tong, who has over 20 years of experience in the financial planning industry. Reviews praise Financial Spectrum for its personalized service, attention to detail, and ability to simplify complex financial concepts.
The firm’s customer service is also highly regarded, with clients describing staff as friendly, knowledgeable, and responsive.
Financial & Taxation Services
Established in 1995, Financial & Taxation Services is a tax and financial planning firm located in Bondi Junction. The company offers services such as financial planning, accounting, taxation, and superannuation advice. Owner and Director David Barakat has over 30 years of experience in the industry and is known for his approachable nature and expertise. Reviews praise Financial & Taxation Services for its personalized service, professionalism, and thoroughness.
The firm’s customer service is also highly regarded, with clients describing staff as friendly, helpful, and responsive.
Verve Financial Partners
Verve Financial Partners is a boutique financial planning firm located in Bondi Junction, offering services such as investment management, superannuation advice, and retirement planning. The company is owned by Directors Anthony Landahl and James McFall, both of whom have over 20 years of experience in the financial planning industry. Reviews praise Verve Financial Partners for its professionalism, attention to detail, and thoroughness.
The firm’s customer service is also highly regarded, with clients describing staff as friendly, knowledgeable, and responsive.
Wealth Sense Group
Wealth Sense Group is a financial planning firm located in Bondi Junction, offering services such as investment advice, superannuation planning, and retirement planning. The company has been in business for over 15 years and is owned by Director and Senior Financial Planner Theo Marinis, who has over 25 years of experience in the financial planning industry. Reviews praise Wealth Sense Group for its personalized service, thoroughness, and expertise.
The firm’s customer service is also highly regarded, with clients describing staff as friendly, knowledgeable, and responsive.
Bondi Independent Financial Planning
Bondi Independent Financial Planning is a financial planning firm located in Bondi, offering services such as investment advice, superannuation planning, and retirement planning. The company is owned by Director and Senior Financial Planner Mark Nagle, who has over 25 years of experience in the financial planning industry. Reviews praise Bondi Independent Financial Planning for its personalized service, professionalism, and expertise.
The firm’s customer service is also highly regarded, with clients describing staff as friendly, knowledgeable, and responsive.
Bondi Investment & Financial Planning (BIFP)
Established in 1992, BIFP provides personalized financial advice and investment services to clients. The company offers a range of services, including retirement planning, estate planning, and investment management. They pride themselves on their commitment to building long-term relationships with clients and providing ongoing support.
BIFP has received positive reviews for their knowledgeable and friendly staff and personalized service.
Fiducian Financial Services
With over 20 years of experience, Fiducian provides financial planning, superannuation, and investment advice to clients. They have a team of highly qualified advisors who offer personalized financial plans to meet individual client needs. The company has received positive reviews for their professionalism and commitment to providing quality service.
True Wealth Advisers
True Wealth Advisers is a boutique financial planning firm that specializes in providing personalized advice to high net worth individuals and families. They offer a range of services, including retirement planning, investment management, and tax planning.
The company has received positive reviews for their highly personalized approach and attention to detail.
My Financial Mentors
My Financial Mentors is a team of financial planners who provide tailored advice to clients. They offer a range of services, including superannuation, investment management, and risk management.
The company has received positive reviews for their knowledgeable and friendly staff and their commitment to providing a high level of service.
CBD Advisory
CBD Advisory is a boutique financial planning and investment firm that provides personalized advice to clients. They offer a range of services, including wealth creation, retirement planning, and estate planning.
The company has received positive reviews for their highly personalized approach and their commitment to building long-term relationships with clients.
Overall, these financial planners have received positive reviews from their clients, who appreciate their expertise and personalized approach to financial planning. When looking for a financial planner in Bondi, it’s important to consider their experience, range of services, and customer reviews to find the best fit for your individual needs and goals.
Frequently Asked Questions
What is the role of a financial planner?
A financial planner helps individuals and businesses achieve their financial goals by creating a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance. They provide advice on investments, retirement planning, tax planning, and other financial matters.
How do I know if I need a financial planner?
If you have financial goals that you want to achieve but don’t know how to get there, a financial planner can help you create a roadmap. They can also help you manage your finances more effectively and make sure you’re on track to meet your long-term financial goals.
What qualifications should I look for in a financial planner?
Look for a financial planner who is a Certified Financial Planner (CFP), which means they have completed extensive training and passed a rigorous exam. You should also look for someone who has experience working with clients similar to you and has a good track record of helping clients achieve their financial goals.
How do financial planners get paid?
Financial planners may be paid through fees, commissions, or a combination of both. Fee-only financial planners typically charge a flat fee or an hourly rate for their services, while commission-based financial planners earn a commission on the products they sell. It’s important to understand how your financial planner is compensated so you can make an informed decision.
How often should I meet with my financial planner?
The frequency of your meetings with your financial planner will depend on your individual situation and financial goals. In general, it’s a good idea to meet with your financial planner at least once a year to review your progress and make any necessary adjustments to your financial plan.
What should I bring to my first meeting with a financial planner?
You should bring any financial documents that are relevant to your situation, such as tax returns, investment statements, and insurance policies. You should also be prepared to discuss your financial goals, current financial situation, and any concerns you may have. Your financial planner will use this information to create a customized financial plan for you.